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Templates in 3.1

Scott O'Reilly, Jan 29, 2018

Version 3.1 now has powerful template functionality. Most templates will be created at the organization level, meaning all scorecard items, dashboards, and reports will be automatically copied to the new templated organization.

Once you’ve chosen to create a template from an organization, you need to select an organization to copy that template under.

The last step in creating an organization template is optionally choosing prefixes and suffixes for the different templated items.

In addition to entire organizations, some individual items can be templated too. This is how you create a dashboard template.